Pinnacle Wealth Planning Services, Inc. Wsfs Financial Corp Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Wsfs Financial Corp stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 4,038 shares of WSFS stock, worth $217,648. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,038Holding current value
$217,648% of portfolio
0.03%Shares
3 transactions
Others Institutions Holding WSFS
# of Institutions
302Shares Held
52.2MCall Options Held
6.5KPut Options Held
0-
Black Rock Inc. New York, NY8.61MShares$464 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA6.36MShares$343 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX3.67MShares$198 Million0.05% of portfolio
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State Street Corp Boston, MA3MShares$161 Million0.01% of portfolio
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Franklin Resources Inc San Mateo, CA2.61MShares$141 Million0.04% of portfolio
About WSFS FINANCIAL CORP
- Ticker WSFS
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 61,949,000
- Market Cap $3.34B
- Description
- WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...